Before you start
- You’ve signed up for Oviond and completed onboarding — your name, company, website, client count, and first client.
- You have OAuth access (or an API key) to at least one data source, such as Google Ads, Google Analytics 4, or Facebook Ads.
1. Add a client
Everything in Oviond is scoped to a client. See Add Client. At minimum, enter the Client name and Client website. Oviond auto-generates a thumbnail from the website URL.2. Create the project
A project is the report or dashboard you build inside the client. See Add Project.1
Open the client
From your Clients list, open the client. Everything you create here is scoped to that client.
2
Add a project
On the client’s Projects tab, click Add Project.
3
Choose how to start
Pick Start from scratch or Start from a template. A template pre-populates pages and widgets you can customize.
4
Pick the type
Choose Report (a point-in-time report for a specific date range) for your first build. Dashboard is a live, single-screen view.
5
Name and create
Name it something like Acme — Monthly Performance, then click Create project. Oviond opens the project editor.
3. Connect a data source
You wire up data inside the project editor, in its Data sources tab. See Connect.1
Open the Data sources tab
In the editor sidebar, click Data sources.
2
Connect the platform
Search for the platform — e.g. Google Analytics 4 — and click Connect. Name the connection profile, then run the OAuth flow (or enter an API key). Oviond requests read-only access.
3
Link an account to this client
Under Select Profile, choose the connection and click Link. Then under Select Account, pick the specific account, property, or page for this client and click Save.
Each connection shows a Token Valid or Token Expired badge. If a token expires, click Refresh to re-authorize. See Connect.
4. Add pages and content
1
Add a page
A report starts with one page. See Add a page to add and rename pages.
2
Open the Add Content tab
In the editor sidebar, open the Add Content tab.
3
Drag in a data widget
Drag a Data Query onto the canvas. Pick the data source you linked, choose a metric (e.g. Sessions) and an optional dimension, then pick the chart type — a single-value KPI is a quick win.
4
Add a trend chart
Drag in a second Data Query, set it to a line chart of Sessions over the last 30 days, and place it next to the KPI.
Oviond auto-saves the editor as you work and saves the whole project — every page and widget — in one operation. See Add a widget.
5. Apply a theme
To make the report feel on-brand:1
Create a theme
See Add Theme. Set your client’s primary color — Oviond auto-derives the full chart palette.
2
Apply it to the project
See Apply Theme.
6. Share it
See Share Project. Click Share in the top-right of the editor to open the Share dialog.1
Copy the link
On the Link tab, keep Link is Active on and click Copy. The link points to
/shared/{nano_id} on your share host.2
Set the options
Toggle Show Date Selector, Allow PDF Download, or Enable Password as needed.
3
Send it
Send the link to your client. They open it in any browser — no Oviond account needed.
Next steps
- Schedule a Monthly Report — automate delivery to your client’s inbox.
- Connect Google Analytics 4 — the full GA4-specific setup.
- Templates — save this report’s layout so you can spin up the same thing for your next client in minutes.